Purchases and Sales Made in Q4 2021 in Ishares Barclays 3 7 Yr Treas (IEI)
This table provides information about the institutional ownership of Ishares Barclays 3 7 Yr Treas (IEI) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 3-7 YR TREAS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
28New |
$3.59K - $3.65K
|
28
$3.23K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20New |
$2.56K - $2.61K
|
20
$2.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 26.47% |
$2.31K - $2.35K
|
86
$9.92K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.41% |
$1.79K - $1.83K
|
3.47K
$400K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12+ 0.77% |
$1.54K - $1.57K
|
1.57K
$181K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11New |
$1.41K - $1.43K
|
11
$1.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.26% |
$1.15K - $1.17K
|
3.53K
$407K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9New |
$1.15K - $1.17K
|
9
$1.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
7New |
$897 - $913
|
7
$807
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
7+ 0.25% |
$897 - $913
|
2.85K
$329K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7New |
$897 - $913
|
7
$807
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
5+ 0.07% |
$641 - $652
|
7.67K
$885K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4New |
$513 - $522
|
4
$461
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
4+ 0.17% |
$513 - $522
|
2.39K
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.15% |
$513 - $522
|
2.61K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4+ 0.15% |
$513 - $522
|
2.65K
$305K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
3New |
$385 - $391
|
3
$346
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.11% |
$256 - $261
|
1.8K
$207K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.21% |
$256 - $261
|
946
$109K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$128 - $130
|
1
$115
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.12% |
$128 - $130
|
90
$10.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.08% |
$128 - $130
|
94
$10.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$128 - $130
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4- 2.68% |
$513 - $522
|
145
$16.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-11- 0.18% |
$1.41K - $1.43K
|
6.05K
$698K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-18- 0.06% |
$2.31K - $2.35K
|
30.9K
$3.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-18Closed |
$2.31K - $2.35K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-20- 0.36% |
$2.56K - $2.61K
|
5.55K
$640K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25Closed |
$3.2K - $3.26K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-26Closed |
$3.33K - $3.39K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-29- 0.94% |
$3.72K - $3.78K
|
3.07K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-29- 0.4% |
$3.72K - $3.78K
|
7.28K
$839K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-30- 1.71% |
$3.85K - $3.91K
|
1.72K
$199K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-30- 1.67% |
$3.85K - $3.91K
|
1.77K
$204K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-32- 1.1% |
$4.1K - $4.17K
|
2.88K
$332K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-36Closed |
$4.61K - $4.7K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-39Closed |
$5K - $5.09K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-41- 2.6% |
$5.26K - $5.35K
|
1.54K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45- 0.3% |
$5.77K - $5.87K
|
14.9K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-47Closed |
$6.02K - $6.13K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50Closed |
$6.41K - $6.52K
|
0
$0
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-57- 0.43% |
$7.31K - $7.43K
|
13.2K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-59- 11.17% |
$7.56K - $7.69K
|
469
$54.1K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-60Closed |
$7.69K - $7.83K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-62Closed |
$7.95K - $8.09K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-65- 1.28% |
$8.33K - $8.48K
|
5.02K
$579K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-66- 1.24% |
$8.46K - $8.61K
|
5.27K
$607K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-69- 1.11% |
$8.85K - $9K
|
6.15K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-70Closed |
$8.97K - $9.13K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
SELL
|
- |
-73- 0.53% |
$9.36K - $9.52K
|
13.7K
$1.58M
|